Pathstone Family Office’s MGE Energy Inc MGEE Stock Holding History

Pathstone Family Office’s Portfolio MGEE Stock Details MGEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-26	Closed	-$2K	–	543
2017 Q1	$2K	Buy	+26	New	+$1.65K	﹤0.01%	397

Other funds holding MGEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Family Office's MGEE Position: Q2 2017 in Review

Pathstone Family Office sold out of MGE Energy Inc (MGEE) in Q2 2017, closing a stake of 26 shares — an estimated $2K sold.

Pathstone Family Office first reported a position in MGEE in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 154 funds tracked by Wall St. Rank hold MGEE as of Q2 2017.

Pathstone Family Office reported no remaining MGE Energy Inc position as of Q2 2017 after selling out during the quarter.
Pathstone Family Office sold 26 MGE Energy Inc shares in Q2 2017, an estimated $2K.
Pathstone Family Office first reported a position in MGE Energy Inc in Q1 2017 and held it in 1 quarter.
Pathstone Family Office's MGE Energy Inc position peaked at $2K in Q1 2017.
154 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2017.

Based on Pathstone Family Office's 13F filing for Q2 2017, filed 11 Aug 2017.